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AFDIX vs DVY: Dividend Comparison 2026

AFDIX yields 25.36% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AFDIX wins by $75.8K in total portfolio value
10 years
AFDIX
AFDIX
● Live price
25.36%
Share price
$43.68
Annual div
$11.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$100.9K
Annual income
$11,524.97
Full AFDIX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — AFDIX vs DVY

📍 AFDIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAFDIXDVY
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, AFDIX + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
AFDIX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AFDIX
Annual income on $10K today (after 15% tax)
$2,155.84/yr
After 10yr DRIP, annual income (after tax)
$9,796.22/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, AFDIX beats the other by $9,424.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AFDIX + DVY for your $10,000?

AFDIX: 50%DVY: 50%
100% DVY50/50100% AFDIX
Portfolio after 10yr
$63.0K
Annual income
$5,981.37/yr
Blended yield
9.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFDIX buys
0
DVY buys
0
No recent congressional trades found for AFDIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFDIXDVY
Forward yield25.36% ✓3.50%
Annual dividend / share$11.08 ✓$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$100.9K ✓$25.1K
Annual income after 10y$11,524.97 ✓$437.78
Total dividends collected$64.3K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AFDIX vs DVY ($10,000, DRIP)

YearAFDIX PortfolioAFDIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$13,236$2,536.29$11,050$349.62+$2.2K → AFDIX
2$17,300$3,137.48$12,184$361.04+$5.1K → AFDIX
3$22,344$3,832.52$13,409$372.07+$8.9K → AFDIX
4$28,534$4,625.99$14,730$382.68+$13.8K → AFDIX
5$36,052$5,521.09$16,154$392.89+$19.9K → AFDIX
6$45,096$6,519.48$17,688$402.69+$27.4K → AFDIX
7$55,874$7,621.30$19,338$412.07+$36.5K → AFDIX
8$68,610$8,825.06$21,113$421.04+$47.5K → AFDIX
9$83,540$10,127.77$23,020$429.61+$60.5K → AFDIX
10$100,913$11,524.97$25,070$437.78+$75.8K → AFDIX

AFDIX vs DVY: Complete Analysis 2026

AFDIX — Stock

Seeks long-term capital growth. Income is a secondary objective

Full AFDIX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.